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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,820 | $101,795-49.1% | $165,100-68.6% | $80,959-36.0% |
| Participation rate | 72.7% | 71.8%+0.9pp | 78.6%-5.9pp | 67.7%+5.1pp |
| Annual return | 13.49% | 16.73%-3.2pp | 70.21%-56.7pp | 35.67%-22.2pp |
| Employer contribution / active EE | $2,495 | $2,954-15.5% | $4,348-42.6% | $2,757-9.5% |
| Participant deferral / active EE | $4,630 | $4,476+3.4% | $6,035-23.3% | $4,300+7.7% |
| Admin fee / account holder | $26,459 | $8,221+221.8% | $12,696+108.4% | $6,925+282.1% |